JIP
SIVB

Jaffetilchin Investment Partners’s SVB Financial Group SIVB Stock Holding History

Jaffetilchin Investment Partners’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,627
Closed -$1.1M – 398
2021
Q4 		$1.1M Sell
1,627
-106
-6% -$74.7K 0.1% 131
2021
Q3 		$1.12M Sell
1,733
-1,952
-53% -$1.13M 0.12% 119
2021
Q2 		$1.72M Buy
3,685
+2,196
+147% +$1.22M 0.12% 126
2021
Q1 		$735K Sell
1,489
-459
-24% -$226K 0.09% 159
2020
Q4 		$755K Buy
1,948
+50
+3% +$16.2K 0.11% 130
2020
Q3 		$457K Buy
+1,898
New +$447K 0.08% 133
2019
Q1 		– Sell
-1,725
Closed -$328K – 325
2018
Q4 		$328K Sell
1,725
-3,771
-69% -$922K 0.08% 169
2018
Q3 		$1.71M Buy
5,496
+42
+0.8% +$13.3K 0.36% 44
2018
Q2 		$1.57M Buy
5,454
+3,487
+177% +$1.02M 0.35% 43
2018
Q1 		$472K Buy
1,967
+73
+4% +$18.3K 0.11% 170
2017
Q4 		$443K Buy
+1,894
New +$404K 0.15% 130
2017
Q3 		– Sell
-1,656
Closed -$291K – 319
2017
Q2 		$291K Sell
1,656
-338
-17% -$60.5K 0.1% 181
2017
Q1 		$371K Hold
1,994
– – 0.09% 178
2016
Q4 		$342K Buy
+1,994
New +$286K 0.1% 168
2014
Q3 		– Sell
-3,348
Closed -$390K – 258
2014
Q2 		$390K Buy
+3,348
New +$373K 0.14% 116

Other funds holding SIVB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jaffetilchin Investment Partners's SIVB Position: Q1 2022 in Review

Jaffetilchin Investment Partners sold out of SVB Financial Group (SIVB) in Q1 2022, closing a stake of 1,627 shares — an estimated $1.1M sold.

Jaffetilchin Investment Partners first reported a position in SIVB in Q2 2014 and held it in 15 quarters. The position peaked at $1.72M in Q2 2021. 805 funds tracked by Wall St. Rank hold SIVB as of Q1 2022.

  • Jaffetilchin Investment Partners reported no remaining SVB Financial Group position as of Q1 2022 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 1,627 SVB Financial Group shares in Q1 2022, an estimated $1.1M.
  • Jaffetilchin Investment Partners first reported a position in SVB Financial Group in Q2 2014 and held it in 15 quarters.
  • Jaffetilchin Investment Partners's SVB Financial Group position peaked at $1.72M in Q2 2021.
  • 805 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2022.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.